Hear updates regarding effective dates and changes on these two trending topics.
BENEFITS
Earn 4 CPE credits in Taxation.
HIGHLIGHTS
Navigating Foreign Waters: FATCA and the Complex U.S. Laws for Foreign Accounts Compliance
Parag Patel, Esq.
With FATCA, the United States is aggressively targeting US persons with unreported offshore accounts. All tax professionals must know benefits and pitfalls of complex US laws for offshore accounts. We will review the US rules of foreign account disclosure, FBARs: who needs to file, what to file, accounts that must be reported, and the potential liability of the taxpayer and tax advisor. We will identify best practices for compliance and discuss the benefits and pitfalls of the US disclosure programs for noncompliant taxpayers.
Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income
Eleanor Galt-Lin, CFP
The Social Security system is overwhelming and there are plenty of new rules. Learn about the various Social Security benefits and how to create collection strategies that will help you to maximize your lifetime income. Learn how to coordinate benefits with your spouse and about the lessor known benefits for widows. Learn when it makes sense to delay benefits – and when it does not. Finally, understand the taxation of benefits and how much you can expect to receive if you collect early.
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$14 late fee applied after 12/2/15. Season Pass holders must register for each event.
For handouts, please visit your My Events page and bring your laptop or tablet (WIFI and charging stations available). Handouts are added as received - remember to check back for updates. A limited number of handouts will be available onsite.